Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Professional women: Grow and protect your assets

Professional women: Grow and protect your assets

You’ve dedicated years to building your career and providing for your loved ones. I help professional women like you manage financial responsibilities – so you can take the time to care for yourself and enjoy the rewards of your hard work. Call me to discuss the benefits of WealthLink, your personal financial website.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Coronavirus Concerns? Consider Past Health Crises

Volatile markets are making a lot of headlines these days. But, before you panic, it’s important to keep your perspective...

Collaboration is key to financial success

Life can get busy and complicated, but money management shouldn’t have to take a back seat. WealthLink – your personal financial website – can equip you with the tools and knowledge to monitor your financial wellbeing, now and into the future. Call me today to learn more.

Are you fostering a toxic team dynamic?

I thought you might be interested in the latest GPS Practice Insights blog. Please reach out if you’d like to discuss.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Professional women: Grow and protect your assets

You’ve dedicated years to building your career and providing for your loved ones. I help professional women like you manage financial responsibilities – so you can take the time to care for yourself and enjoy the rewards of your hard work. Call me to discuss the benefits of WealthLink, your personal financial website.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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  • Mastering Mobile Lingo

    Do you understand these common mobile slang terms?

    Your financial world in one place

    WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

    Stop Wasting Money

    One way to find money is to examine your current spending habits and eliminate money wasters.

    Avoiding Cognitive Decline

    Try these activities to keep your brain sharp.

    Medical professionals: Grow and protect your assets

    I am proud to provide advice to medical professionals, like you, dedicated to providing care to others. Your hard work may leave less time to care for your financial health, which is where I come in. Contact me today for your financial checkup.

    Coping with Identity Theft

    Worried about identity theft? You should be. Identity thieves can max out your credit cards, open new accounts in your name, and even purchase cars and homes on the basis of your credit history. But you can take active measure to protect your financial life and well-being from thieves. Here’s how.

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  • Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

    How Much Home Can I Afford?

    With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

    Bi-Weekly Payments

    This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

    Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    View all calculators

  • Managing Your Lifestyle

    Using smart management to get more of what you want and free up assets to invest.

    View all presentations

  • Acres of Diamonds

    In life it often happens that the answers to our most pressing questions are right in our own backyards.

    Forecast

    The market is as unpredictable as the weather. We’d love to help you prepare.

    A New Way to Look at Your Bucket List

    That big list of dreams and goals isn't the only way to look at your bucket list.

    What to Do When You Lose Your Wallet

    Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

    It May Be Time for a Financial Checkup

    It’s never a bad time to speak with your financial professional about changes in your situation.

    To Buy or Not to Buy

    The decision whether to buy or rent a home may have long-term implications.

    View all videos